Go Pro

Trading of INNOVATE was halted at 10:35 AM EST due to "LULD Pause".

INNOVATE (VATE) Institutional Ownership

INNOVATE logo
$7.27 -4.84 (-39.97%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for INNOVATE (NYSE:VATE)

Current
Institutional Ownership
Percentage
34.28%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$724.13K
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$988.30K
Get VATE Insider Trade Alerts

Want to know when executives and insiders are buying or selling INNOVATE stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VATE Institutional Buying and Selling by Quarter

INNOVATE Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2026 Bank of New York Mellon Corp14,664$274K0.0%N/A0.107%
5/19/2026Bank of America Corp DE16,134$92K0.0%-8.1%0.118%
5/14/2026Gabelli Funds LLC18,000$102K0.0%-4.8%0.132%
4/16/2026 ARS Investment Partners LLC61,246$348K0.0%-40.2%0.449%
2/12/2026Jane Street Group LLC11,281$51K0.0%N/A0.083%
2/5/2026Gabelli Funds LLC18,900$85K0.0%+11.2%0.138%
2/5/2026 ARS Investment Partners LLC102,442$463K0.0%+121.9%0.750%
11/17/2025Citadel Advisors LLC37,694$184K0.0%+60.2%0.276%
11/17/2025Bank of America Corp DE18,962$93K0.0%+13.4%0.139%
11/14/2025Squarepoint Ops LLC11,821$58K0.0%N/A0.089%
11/12/2025Gabelli Funds LLC17,000$83K0.0%-10.5%0.127%
11/7/2025 GSA Capital Partners LLP15,821$77K0.0%-29.9%0.119%
11/7/2025Vanguard Group Inc.317,377$1.55M0.0%-19.6%2.380%
11/6/2025 Prescott Group Capital Management L.L.C.112,100$548K0.1%-17.5%0.841%
10/15/2025 ARS Investment Partners LLC46,166$226K0.0%-16.4%0.346%
8/11/2025 ARS Investment Partners LLC55,207$284K0.0%-35.2%0.414%
8/7/2025 Prescott Group Capital Management L.L.C.135,885$700K0.1%+157.3%1.023%
5/15/2025OMERS ADMINISTRATION Corp32,300$253K0.0%N/A0.243%
5/13/2025MSH Capital Advisors LLC16,943$133K0.0%+14.1%0.128%
5/7/2025Prescott Group Capital Management L.L.C.52,808$413K0.1%N/A0.398%
5/2/2025SBI Securities Co. Ltd.6,000$47K0.0%N/A0.045%
4/17/2025FNY Investment Advisers LLC33,100$259K0.2%-47.7%0.249%
2/17/2025Millennium Management LLC61,338$303K0.0%-21.1%0.463%
2/17/2025Bridgeway Capital Management LLC45,000$222K0.0%+119.5%0.339%
2/17/2025Cantor Fitzgerald L. P.49,247$246K0.0%N/A0.371%
2/17/2025Aristeia Capital L.L.C.13,652$67K0.0%N/A0.103%
2/14/2025Northern Trust Corp19,619$97K0.0%+75.5%0.148%
2/13/2025MSH Capital Advisors LLC14,855$73K0.0%N/A0.112%
2/13/2025Gabelli Funds LLC19,500$96K0.0%-18.8%0.147%
2/12/2025Geode Capital Management LLC123,674$611K0.0%+1.6%0.933%
1/16/2025ARS Investment Partners LLC85,170$421K0.0%+38.1%0.642%
11/16/2024Geode Capital Management LLC121,712$450K0.0%-76.6%0.918%
11/15/2024Jane Street Group LLC15,189$56K0.0%-68.7%0.115%
11/15/2024State Street Corp16,547$61K0.0%-90.0%0.125%
11/15/2024Stonehill Capital Management LLC146,307$541K0.3%-90.0%1.103%
10/18/2024Stratos Wealth Advisors LLC15,500$57K0.0%-90.0%0.018%
9/16/2024Point72 Asia Singapore Pte. Ltd.58,285$35K0.0%N/A0.447%
8/15/2024Point72 Asia Singapore Pte. Ltd.58,285$35K0.0%N/A0.684%
8/14/2024Gabelli Funds LLC289,801$175K0.0%+20.9%0.340%
5/15/2024Gabelli Funds LLC239,801$168K0.0%+28.6%0.281%
Did Trump draw a red line around this mystery stock? (Ad)

A major U.S. trading partner targeted the profits of an American energy company, and President Trump called the move a big mistake. It generated roughly $3.2 billion in operating income on a market value below $8 billion, fueling AI data centers through a multi-year Palantir agreement. After screening 23,281 publicly traded companies, only this one met every profitability, growth, dividend, and valuation requirement.tc pixel

Discover the energy stock Trump publicly defended today
5/15/2024Teton Advisors Inc.295,734$207K0.1%+28.6%0.347%
5/10/2024Vanguard Group Inc.2,740,357$1.92M0.0%+14.2%3.430%
4/22/2024PFG Investments LLC90,000$63K0.0%N/A0.114%
2/15/2024Gendell Jeffrey L3,789,153$4.66M0.3%-0.4%4.782%
2/13/2024Teton Advisors Inc.230,000$283K0.1%-11.5%0.290%
11/9/2023Wealth Alliance32,000$52K0.0%-31.9%0.040%
11/8/2023Teton Advisors Inc.260,000$421K0.1%-3.7%0.328%
10/27/2023Allspring Global Investments Holdings LLC59,478$96K0.0%N/A0.075%
10/24/2023Bank of New York Mellon Corp129,142$209K0.0%-17.4%0.163%
10/24/2023Stratos Wealth Advisors LLC155,000$251K0.0%N/A0.196%
10/13/2023SG Americas Securities LLC23,441$38K0.0%N/A0.030%
8/15/2023Stonehill Capital Management LLC498,609$873K0.5%+83.8%0.629%
8/15/2023Corsair Capital Management L.P.50,000$88K0.0%N/A0.063%
8/11/2023Gendell Jeffrey L3,804,153$6.66M0.5%-0.3%4.812%
8/11/2023Terrapin Asset Management LLC82,955$145K0.2%-13.5%0.105%
8/4/2023American International Group Inc.22,103$39K0.0%N/A0.028%
8/2/2023Wealth Alliance47,000$82K0.0%-63.6%0.059%
7/11/2023ARS Investment Partners LLC1,880,790$3.29M0.4%+4.4%2.379%
5/15/2023Gendell Jeffrey L3,814,153$11.33M1.1%-1.7%4.825%
5/11/2023Cowen Investment Management LLC65,000$193K0.1%+160.0%0.082%
5/11/2023Wealth Alliance129,000$383K0.1%N/A0.163%
5/9/2023B. Riley Financial Inc.1,108,805$3.29M0.9%-60.9%1.403%
5/3/2023Jump Financial LLC29,740$88K0.0%N/A0.038%
4/5/2023ARS Investment Partners LLC1,801,527$5.35M0.6%-10.5%2.286%
3/1/2023B. Riley Financial Inc.2,836,591$5.30M1.2%-27.0%3.620%
2/15/2023Jefferies Financial Group Inc.5,450,314$10.19M0.1%N/A6.955%
2/14/2023Gendell Jeffrey L3,879,990$7.26M0.6%+3.0%4.951%
2/13/2023Teton Advisors Inc.270,000$505K0.1%-10.0%0.345%
2/13/2023Cowen Investment Management LLC25,000$47K0.0%N/A0.032%
2/7/2023B. Riley Financial Inc.2,836,591$5.30M1.2%-27.0%3.620%
1/25/2023ARS Investment Partners LLC2,013,159$3.77M0.5%+71.0%2.569%
1/20/2023Clear Harbor Asset Management LLC121,633$227K0.0%-16.1%0.155%
11/10/2022Gendell Jeffrey L3,765,450$2.64M0.3%+1.4%4.806%
11/9/2022Group One Trading L.P.88,427$62K0.0%N/A0.113%
11/9/2022B. Riley Financial Inc.3,887,258$2.72M0.5%+1.6%4.961%
10/25/2022Clear Harbor Asset Management LLC144,892$101K0.0%-32.6%0.185%
10/19/2022FNY Investment Advisers LLC220,000$154K0.1%N/A0.280%
10/7/2022ARS Investment Partners LLC1,177,171$824K0.1%+6.7%1.501%
8/15/2022Laurion Capital Management LP20,174$35K0.0%N/A0.026%
8/10/2022B. Riley Financial Inc.3,825,358$6.62M1.5%+16.2%4.877%
8/8/2022Y Intercept Hong Kong Ltd21,397$37K0.0%N/A0.027%
7/29/2022Russell Investments Group Ltd.25,800$44K0.0%N/A0.033%
7/28/2022CWM LLC43,200$75K0.0%N/A0.055%
7/20/2022Clear Harbor Asset Management LLC215,090$372K0.0%N/A0.274%
7/15/2022ARS Investment Partners LLC1,102,971$1.91M0.3%-1.9%1.406%
5/16/2022Clearline Capital LP78,763$291K0.0%+16.9%0.100%
5/13/2022EAM Investors LLC286,489$1.06M0.2%-21.9%0.365%
5/10/2022B. Riley Financial Inc.3,290,983$12.14M2.1%+20.8%4.196%
5/6/2022Los Angeles Capital Management LLC69,153$255K0.0%-40.5%0.084%


VATE Institutional Ownership - Frequently Asked Questions

During the previous two years, 24 institutional investors and hedge funds held shares of INNOVATE. The most heavily invested institutionals were Vanguard Group Inc. ($1.55M), Geode Capital Management LLC ($611K), Prescott Group Capital Management L.L.C. ($548K), Stonehill Capital Management LLC ($541K), ARS Investment Partners LLC ($348K), Millennium Management LLC ($303K), and Bank of New York Mellon Corp ($274K).Learn more on INNOVATE's institutional investors.

34.28% of INNOVATE's stock is owned by institutional investors. Learn more on VATE's institutional investor holdings.

Of the 17 institutional investors that purchased INNOVATE's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prescott Group Capital Management L.L.C. ($135.89K), Point72 Asia Singapore Pte. Ltd. ($116.57K), ARS Investment Partners LLC ($79.78K), Gabelli Funds LLC ($51.90K), Cantor Fitzgerald L. P. ($49.25K), OMERS ADMINISTRATION Corp ($32.30K), and Bridgeway Capital Management LLC ($24.50K).

Institutional investors have bought a total of 112,341 shares in the last 24 months. This purchase volume represents approximately $724.13K in transactions.

The following institutional investors have sold INNOVATE stock in the last 24 months: ARS Investment Partners LLC ($80.20K), Vanguard Group Inc. ($77.30K), Prescott Group Capital Management L.L.C. ($23.79K), GSA Capital Partners LLP ($6.75K), Gabelli Funds LLC ($2.90K), and Bank of America Corp DE ($1.43K).

Institutional investors have sold a total of 192,365 shares in the last 24 months. This volume of shares sold represents approximately $988.30K in transactions.



Institutional ownership data for NYSE:VATE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/6/2026. New 13F filings are added each quarter as they're published.
From Our Partners